Steve Lipp Email & Phone Number

I help physicians in Texas to take control of their financial future using holistic wealth management. Are you protecting you and your family’s future? Do you know how much income you will need in order to maintain your existing lifestyle? (Or even retire early!) Many physicians don’t have an investment plan for retirement. They are unclear of what lies ahead for their family’s future and well being. As financial advisors, we help physicians in Texas to take control of their future using holistic wealth management. This includes: • Making sure your savings/investments are working for you • Retirement planning strategies • Wealth management • Risk management strategies We are different because we take pride in what we do and have the experience to meet you at the same level. We can take care of everything, take pressure off you and keep you informed along the way. So if you are serious about taking control of your financial future, message me here on LinkedIn or e-mail me at steve.lipp@stifel.com for a 15 minute chat about your goals and how we can help you pursue them./*********/Stifel Financial Corp. and its affiliated companies (“Stifel”) reserve the right to retain, monitor, and reproduce all electronic communications consistent with applicable law. Stifel Financial Corp. is the parent company of Stifel, Nicolaus & Company, Incorporated, Member SIPC & NYSE. Stifel will not accept purchase or sales orders via LinkedIn, Facebook, or any electronic messaging systems. The comments, postings, or views expressed are my own and do not necessarily reflect that of Stifel. Stifel is not responsible for content posted by third parties. Statements and messages are for U.S. residents only and are subject to the following terms: www.stifel.com/disclosures.